Care Portfolio Managers Pvt. Ltd. was able to navigate volatility in the market in the past 10 years with high conviction investments into small cap stocks. Arpit Shah – Investment Director, Care PMS – explains, “Over the past decade, we’ve consistently maintained a 70%+ exposure to small-cap companies, at times reaching as high as 85%.
Press & Media
Five key stocks expected to benefit from the Budget
Finance Minister Nirmala Sitharaman made a number of announcements on agriculture, generating employment, and reduction in import duties for gold, and silver, among other things. Here are five stocks which market experts believe are likely to benefit from the announcements.
Majority of PMS schemes outperform Nifty in October
Nearly 63 per cent, or 205 of the 326 PMS schemes, were able to beat the returns generated by the benchmark, data from PMS Bazaar shows. The 326 schemes collectively delivered average returns of -2 per cent, higher than the -2.7 per cent given by the benchmark.
Here are top PMS funds in September, most of them are fairly new
Jayant Mamania, a fund manager with 20 years of experience heads the PMS Care – Large and Midcap strategy fund, which is a 4 years old fund. The fund has more inclination towards metals and BFSI. The fund has performed better than the benchmark S&P BSE 500 in the last year.
ETMarkets Smart Talk: What is pushing the dollar index higher? Arpit Shah explains
In an interview with ETMarkets, Shah who brings in more than 15 years of experience in the capital markets said, “We advise investors to be company specific, and when you see sharp movement in the price it is advisable to keep rebalancing portfolio.”
PMS Bazaar data reveals that all the equity PMS categories have delivered over 35% return on average in the past year beating the market, represented by Nifty 50 return of 33%.
Check out our latest blog presenting the category wise analysis of PMSes based on 1-year returns.… pic.twitter.com/LHt3UVl7w8
— pms bazaar (@PmsBazaar) September 25, 2024
What are the 3 key criteria for selecting the right stocks in the small & mid-cap segment? Expert fund manager Arpit Shah (@Arpit_Care_PMS) answers in our latest Fund Manager Brief.
In this edition, the Co- Founder & Investment Director of Care Portfolio Managers (@carepms)… pic.twitter.com/fPqWi7qa8W
— pms bazaar (@PmsBazaar) September 23, 2024
A Heartfelt Thank You to Our Incredible Community! 🌟
With immense gratitude, we are thrilled to announce that, thanks to your mighty support & unwavering loyalty, Care PMS has surpassed ₹1000 Cr in AUM, achieving 24% CAGR since inception & outperforming all market indices. pic.twitter.com/poPKzTGj7k
— Care Portfolio Mgr.. (@carepms) September 4, 2024
Finance Minister Nirmala Sitharaman made a number of announcements on agriculture, generating employment, and reduction in import duties for gold, and silver, among other things. Here are five stocks which market experts believe are likely to benefit from the announcements. pic.twitter.com/Tvos1FEEd3
— Care Portfolio Mgr.. (@carepms) July 24, 2024
On July 14th, Care PMS had the privilege to engage with a distinguished group of doctors at Hotel Sea Princess, Mumbai. pic.twitter.com/hbpCFUgSbG
— Care Portfolio Mgr.. (@carepms) July 17, 2024
We are thrilled to announce that Care Portfolio Managers has been recognized among the top 10 PMSs for June, showcasing exceptional returns! pic.twitter.com/qz0AsuO1g5
— Care Portfolio Mgr.. (@carepms) July 15, 2024
Today marks a significant milestone as we celebrate the 17th Foundation Day of CarePMS!
Established in 2007, Got license in 2011, we’ve grown to manage 900 crores in assets while serving over 700 clients worldwide. Our journey of commitment, trust & success continues to evolve. pic.twitter.com/NqoMHFJLuk
— Care Portfolio Mgr.. (@carepms) July 3, 2024
Amit Doshi, Fund Manager, Care Portfolio Managers Pvt. Ltd. was live on DubaiEye 103.8 last month discussing the vibrant future of Indian markets & the impact of elections.
Gain expert insights on how political events shape financial landscapes. #MarketOutlook #ElectionImpact pic.twitter.com/Iuqy5YhXdS
— Care Portfolio Mgr.. (@carepms) July 4, 2024
Last month, the Care PMS team embarked on an exhilarating offsite adventure to Anchaviyo Resort in Wada from June 21st to 23rd. 🌴🌊 It was an unforgettable experience, filled with games, celebrations, and deep discussions that brought us closer together. pic.twitter.com/M83TtprKNj
— Care Portfolio Mgr.. (@carepms) July 4, 2024
On June 14, 2024, CA Amit Doshi, Director at CarePMS, delivered an enlightening talk at the Jain Chartered Accountants Federation (JCAF) event held in Borivali-West. The insightful session focused on “Old Age Business – Dying or Worth Investing?” pic.twitter.com/vkNOYN3Yfa
— Care Portfolio Mgr.. (@carepms) June 20, 2024